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Name Holding Trade Value Shares
Change
Change in
Stake
B
1901
Bridgeworth
Alabama
$663K +$3.27K +9 +0.5%
RPWA
1902
Regent Peak Wealth Advisors
Georgia
$662K -$7.63K -21 -1%
TNBTD
1903
Trustmark National Bank Trust Department
Mississippi
$661K -$57.4K -158 -8%
RHAM
1904
Round Hill Asset Management
California
$661K – – –
TIA
1905
Traphagen Investment Advisors
New Jersey
$660K +$19.6K +54 +3%
CFG
1906
Carr Financial Group
Massachusetts
$660K – – –
NRW
1907
Nova R Wealth
Kansas
$654K – – –
BAM
1908
Brave Asset Management
New Jersey
$649K +$43.2K +119 +7%
SHFA
1909
SS&H Financial Advisors
Michigan
$649K – – –
RSWM
1910
Robertson Stephens Wealth Management
California
$648K -$324K -891 -33%
CFP
1911
Catalyst Financial Partners
Massachusetts
$648K +$62.8K +173 +11%
ZIG
1912
Zuckerman Investment Group
Illinois
$644K +$1.45K +4 +0.2%
ETIA
1913
Epic Trust Investment Advisors
Washington
$643K -$271K -745 -30%
EWM
1914
Evermay Wealth Management
Virginia
$643K – – –
KA
1915
Kovack Advisors
Florida
$641K -$161K -442 -20%
CWP
1916
Concord Wealth Partners
Virginia
$637K +$109K +301 +21%
SC
1917
Solstein Capital
California
$637K -$233K -641 -27%
FNBOH
1918
First National Bank of Hutchinson
Kansas
$637K +$33.1K +91 +5%
MCM
1919
Monument Capital Management
Virginia
$637K +$55.6K +153 +10%
AWE
1920
Avidian Wealth Enterprises
Texas
$636K -$62.5K -172 -9%
CPA
1921
Capital Planning Advisors
California
$636K -$151K -415 -19%
JCM
1922
Jacobsen Capital Management
Utah
$633K -$855K -2,355 -57%
TAM
1923
Taurus Asset Management
New York
$633K – – –
KC
1924
Knuff & Co
California
$632K – – –
MAM
1925
McLean Asset Management
Virginia
$632K -$81K -223 -11%